Add initials fields

Using initials is almost the same as signing the document, however digital signatures are not embedded in this case. SigningHub lets you configure initials for all document recipients (i.e. signers, reviewers, editors, and meeting hosts in a template. You can also add multiple initials fields against a recipient.

Add an initials field in the template

After you have:

Added the document,
Added all the recipients and placeholders,
Configured workflow type, and
Configured special privileges in your template:

Select the recipient from the right side of document viewer screen, for whom you want to add an initials field. Click (encircled with the blue colour on image) if you want to manage the added recipients.
Click the "Initials" option, and drop it on the document.
You can drag and drop the field anywhere in the document by using your mouse. The grid lines will assist you in better alignment of fields accordingly. Resize the field with respect to its height and width or use the bottom right corner to resize it diagonally as required. The system will remember the field size for new initials fields. Now take the cursor to the field, and click to view and edit its details. See the "Initials Fields" table below for the fields description.
Repeat the above steps to add multiple initials fields.

Delete an initials field from the template

Take the cursor to the initials field in the document to delete, and click appearing on it.
The field will be removed from the document.

Initials Fields

Fields

Description

Details tab

Recipient

A read-only field to show the signer name and email ID for whom the initial field is being configured.

Field Name

Its an auto-generated (unique) field name that is used when you need to fill in initials through the API calls. You can change the name as required, but make sure the uniqueness of a field name is not compromised, i.e. two or more fields in a document cannot have the same field name. This field is only available as far as the status of a document is Draft.

Always create this field on last page

This check box appears for configuration, only when you drop the initials field on the last page of a template document. Tick it if you want to always place this field on the last page of a workflow document.

Dimensions tab

Dimensions

Use this tab to relatively set the on-screen and PDF coordinates/ position (Left, Top, Width & Height) of this initials field. However you can also manually move the field to the desired position in a document through drag and drop, and these coordinates will be updated accordingly. These coordinates are only available as far as the status of a document is Draft.

You can only edit the on-screen dimensions but not the PDF dimensions.

Replicate Initials tab

Replicate to Pages

Field to show total number of pages of the selected document of a package. Select the page number(s) (of the document) on which initials are required from the recipient. This will replicate the initials fields on the selected page(s) and display their record in the below grid.

Initials grid

Grid to display the added initials fields for the recipients. Select the unwanted initials and click to remove them.

Save and Cancel buttons

Click the "Save" button to save the configurations, or click the "Cancel" button to close the dialog.

You can assign multiple initials fields to a document recipient in a template.